Creative Planning
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Creative Planning’s Northern Dynasty Minerals NAK Stock Holding History

Creative Planning’s Portfolio NAK Stock Details NAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-12,100
Closed -$2K – 2424
2020
Q3 		$2K Sell
12,100
-11,900
-50% -$16.4K ﹤0.01% 2099
2020
Q2 		$9K Buy
+24,000
New +$22.2K ﹤0.01% 1887

Other funds holding NAK

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
GAM Holding
GAM Holding Zurich, Switzerland $1.2B AUM 28.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning's NAK Position: Q3 2026 in Review

Creative Planning increased its Northern Dynasty Minerals (NAK) stake by 1.6% in Q3 2026, buying an estimated $600 and bringing the position to 24,171 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4220.

Creative Planning first reported a position in NAK in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.07M in Q2 2020. 114 funds tracked by Wall St. Rank hold NAK as of Q3 2026.

  • Creative Planning held 24,171 shares of Northern Dynasty Minerals worth $33.1K as of Q3 2026.
  • Creative Planning bought 380 Northern Dynasty Minerals shares in Q3 2026, an estimated $600.
  • Northern Dynasty Minerals made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4220 holding.
  • Creative Planning first reported a position in Northern Dynasty Minerals in Q2 2013 and has held it in 49 quarters since.
  • Creative Planning's Northern Dynasty Minerals position peaked at $2.07M in Q2 2020.
  • 114 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.